Welch Capital Partners’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $218K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $56K | Buy |
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